Income in retirement

Once you’ve started to draw on your pension, you may need our advice more than ever. The choices of how best to draw income can be very complex, with significant tax implications.

Our qualified advisors can help you with:

Drawing an income from your pension

Considering annuity options

Taking account of the complex tax rules and pensions regulations which are relevant to drawing an income

Considering how to manage excess income in retirement

We’ll give you a written report - your Wealth Plan - clarifying what you need and explaining the best ways to achieve this. We go through this with you and, when you are agreed, we will put it into action for you and make sure we keep it under review to check that everything is on track.

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of Kingswood Holdings Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.